Vickerman Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Vickerman Investment Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Sell	2,015 -123	-6%	-$16.8K	0.06%	84
2025 Q4	$281K	Hold	2,138	–	–	0.06%	82
2025 Q3	$277K	Sell	2,138 -11	-0.5%	-$1.41K	0.06%	74
2025 Q2	$266K	Sell	2,149 -58	-3%	-$6.82K	0.06%	74
2025 Q1	$264K	Hold	2,207	–	–	0.06%	76
2024 Q4	$276K	Hold	2,207	–	–	0.07%	62
2024 Q3	$273K	Sell	2,207 -10	-0.5%	-$1.19K	0.08%	63
2024 Q2	$252K	Sell	2,217 -17	-0.8%	-$1.94K	0.08%	62
2024 Q1	$264K	Sell	2,234 -5	-0.2%	-$563	0.09%	63
2023 Q4	$255K	Sell	2,239 -34	-1%	-$3.5K	0.09%	63
2023 Q3	$229K	Sell	2,273 -395	-15%	-$42.2K	0.09%	63
2023 Q2	$286K	Sell	2,668 -87	-3%	-$8.84K	0.11%	62
2023 Q1	$283K	Sell	2,755 -178	-6%	-$19K	0.11%	63
2022 Q4	$296K	Sell	2,933 -256	-8%	-$25.6K	0.13%	65
2022 Q3	$287K	Sell	3,189 -147	-4%	-$14.6K	0.14%	63
2022 Q2	$315K	Sell	3,336 -116	-3%	-$11.8K	0.15%	65
2022 Q1	$354K	Sell	3,452 -546	-14%	-$58.9K	0.16%	67
2021 Q4	$442K	Sell	3,998 -3,201	-44%	-$348K	0.18%	65
2021 Q3	$742K	Buy	+7,199	New	+$756K	0.3%	57

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Vickerman Investment Advisors's IJJ Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.8% in Q1 2026, selling an estimated $16.8K and leaving 2,015 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #84.

Vickerman Investment Advisors first reported a position in IJJ in Q3 2021 and has held it in 19 quarters since. The position peaked at $742K in Q3 2021. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Vickerman Investment Advisors held 2,015 shares of iShares S&P Mid-Cap 400 Value ETF worth $267K as of Q1 2026.
Vickerman Investment Advisors sold 123 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $16.8K.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Vickerman Investment Advisors's portfolio in Q1 2026, its #84 holding.
Vickerman Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and has held it in 19 quarters since.
Vickerman Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $742K in Q3 2021.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.